Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q4 2021. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US QUALITY DIVID.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
654New |
$38.6K - $43.2K
|
654
$55.2K
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
611+ 5.1% |
$36K - $40.4K
|
12.6K
$1.06M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
599+ 1.08% |
$35.3K - $39.6K
|
56.1K
$4.74M
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
580New |
$34.2K - $38.3K
|
580
$49K
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
564+ 0.79% |
$33.3K - $37.3K
|
71.9K
$6.07M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
522+ 0.65% |
$30.8K - $34.5K
|
81.1K
$6.85M
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
515+ 10.47% |
$30.4K - $34K
|
5.43K
$459K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
502+ 135.68% |
$29.6K - $33.2K
|
872
$73.6K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
456+ 40.71% |
$26.9K - $30.1K
|
1.58K
$133K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
417+ 3.54% |
$24.6K - $27.5K
|
12.2K
$1.03M
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
409New |
$24.1K - $27K
|
409
$34.5K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
396+ 3.89% |
$23.4K - $26.2K
|
10.6K
$893K
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
387+ 7.05% |
$22.8K - $25.6K
|
5.88K
$496K
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
300+ 3.81% |
$17.7K - $19.8K
|
8.17K
$690K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
300+ 5.27% |
$17.7K - $19.8K
|
5.99K
$506K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
291New |
$17.2K - $19.2K
|
291
$24.6K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
280+ 1.37% |
$16.5K - $18.5K
|
20.8K
$1.75M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
257+ 3.27% |
$15.2K - $17K
|
8.12K
$685K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
240New |
$14.2K - $15.9K
|
240
$20.3K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
235+ 21.66% |
$13.9K - $15.5K
|
1.32K
$111K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
231New |
$13.6K - $15.3K
|
231
$19.5K
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
227+ 5.24% |
$13.4K - $15K
|
4.56K
$385K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
209+ 13.67% |
$12.3K - $13.8K
|
1.74K
$147K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
185New |
$10.9K - $12.2K
|
185
$15.6K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
175+ 4.55% |
$10.3K - $11.6K
|
4.03K
$340K
|
|
Jan 25, 2022
Q4 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
160+ 1.64% |
$9.44K - $10.6K
|
9.93K
$838K
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
155+ 1.41% |
$9.14K - $10.2K
|
11.1K
$939K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
153+ 1.93% |
$9.02K - $10.1K
|
8.09K
$683K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
152+ 2.86% |
$8.96K - $10K
|
5.46K
$461K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 100.0% |
$8.85K - $9.91K
|
300
$25.3K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
149+ 10.32% |
$8.79K - $9.84K
|
1.59K
$134K
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
130New |
$7.67K - $8.59K
|
130
$11K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
125New |
$7.37K - $8.26K
|
125
$10.6K
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
123+ 3.48% |
$7.25K - $8.12K
|
3.66K
$309K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
113+ 0.89% |
$6.66K - $7.46K
|
12.9K
$1.09M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
103+ 26.89% |
$6.07K - $6.8K
|
486
$41K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
103+ 0.4% |
$6.07K - $6.8K
|
25.9K
$2.19M
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
99+ 6.33% |
$5.84K - $6.54K
|
1.66K
$140K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99New |
$5.84K - $6.54K
|
99
$8.36K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
98+ 8.69% |
$5.78K - $6.47K
|
1.23K
$103K
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
98+ 0.51% |
$5.78K - $6.47K
|
19.4K
$1.64M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
92+ 0.38% |
$5.43K - $6.08K
|
24.1K
$2.04M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
85+ 0.16% |
$5.01K - $5.61K
|
54.7K
$4.62M
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
70+ 0.39% |
$4.13K - $4.62K
|
18.1K
$1.53M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
70+ 21.47% |
$4.13K - $4.62K
|
396
$33.4K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
51New |
$3.01K - $3.37K
|
51
$4.31K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
44+ 0.31% |
$2.6K - $2.91K
|
14.1K
$1.19M
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
43New |
$2.54K - $2.84K
|
43
$3.63K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 0.74% |
$2.36K - $2.64K
|
5.47K
$462K
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
39+ 0.56% |
$2.3K - $2.58K
|
7.03K
$594K
|